# Where Are Action Plans? **URL:** \ **Category:** Data Hub\ **Tags:** workflow-extension\ **Created:** [February 15, 2025, 12:50am UTC](https://community.hubspot.com/t/where-are-action-plans/126170 "2025-02-15T00:50:13Z")\ **Posts on this page:** 3\ **Page:** 1
**Author:** ![GMcCullough4](https://avatars.discourse-cdn.com/v4/letter/g/e480ec/32.png) [@GMcCullough4](https://community.hubspot.com/u/GMcCullough4)\ **Post date:** [February 15, 2025, 12:50am UTC](https://community.hubspot.com/t/where-are-action-plans/126170/1 "2025-02-15T00:50:13Z")
I’m familiar with Follow-Up Boss as a CRM. I’m curious if there’s a similar functionality where I’m able to create Action Plans or a checklist of steps to take when a contact is in a certain Deal or Lifestyle stage. ---
**Author:** ![FarioConsulting](https://avatars.discourse-cdn.com/v4/letter/f/a587f6/32.png) [@FarioConsulting](https://community.hubspot.com/u/FarioConsulting)\ **Post date:** [February 16, 2025, 11:20am UTC](https://community.hubspot.com/t/where-are-action-plans/126170/2 "2025-02-16T11:20:08Z")
Hi, You could look into using workflows and sequences tools. You can automate a series of actions when a deal stage or ticket status changes, such as creating tasks for follow-up or sending internal notifications Hope this helps! Cheers, Harsh [Fario Consulting](https://farioconsulting.com) ---
**Author:** ![TomM2](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tomm2/32/70887_2.png) [@TomM2](https://community.hubspot.com/u/TomM2)\ **Post date:** [February 17, 2025, 5:22pm UTC](https://community.hubspot.com/t/where-are-action-plans/126170/3 "2025-02-17T17:22:28Z")
Hey @GMcCullough4 workflows and tasks are generally what you’re looking for here, a good starting point would be the automate your processes guide [here](https://knowledge.hubspot.com/get-started/automate-your-processes).